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Keep work internal

Use Visibility… → Internal staff only → Save visibility to keep an item available to staff while excluding it from client deliverables and customer workspace publications.

Internal is independent of project assignment. An internal meeting or document can stay filed under its client project without becoming client evidence. Auto and Unmatched describe project matching; neither means Internal.

The visibility action is available in:

  • Calendar event controls, including Internal staff only in the project picker.
  • Meeting briefs and their extracted tasks, promises, and decisions.
  • Email and meeting triage, with an Internal filter.
  • Library browse and management, communications, and project notes.
  • Workbench drafts, approvals, and saved artifacts.
  • Staff Ask SABLE chat and Slack: ask to mark a specific item Internal. SABLE checks its current visibility and your access before changing it.
  • Project details on the Projects and Clients pages.
  • Staff views of published workspace resources, milestones, deliverables, and updates.

Only authorized staff can change visibility. Project members can classify items in their projects; leads and admins can manage organization items. Personal artifacts remain controlled by their owner. A denied action explains the access or parent classification that must be resolved.

What changes​

Internal items are excluded from new client-facing evidence and cannot be published or released to customers. Source-linked descendants inherit the restriction, and existing tracked publications are withdrawn. Queued customer notifications recheck current eligibility before sending. Approved Asana and calendar actions also check the current classification of their approval and linked evidence before sending tasks or invitations externally.

A summary can contain an internal task or decision. When SABLE cannot safely separate that text from its source, the source is also withheld from client use. Staff can still read the original material.

Changing back​

Choose Client portal to remove an item's explicit restriction. This does not publish it, restore a withdrawn release, or clear restrictions from derived items. Review those separately and use the normal approval and publication controls.

An item cannot become eligible while its parent remains Internal. A project classified Internal on the Clients page (the portfolio table) must first be reclassified there.

Changing visibility cannot recall email already delivered or copies already downloaded. Previously authored text without a recorded link to the source must be reviewed separately.